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i don't want to kill jobs in this environment. i want to make one more point. >> let him answer the tax thing for a moment. >> okay. >> mr. president. >> well, we've had this discussion before. >> well, in order -- about the idea to reduce the deficit, there has to be revenue in addition to cuts. >> there has to be revenue in addition to cuts. >> mr. romney has rule out revenue. >> look, the revenue i get is by more people working, getting higher pay, paying more taxes. that's how we get growth and balance the budget. the idea of taxing people more, putting more people out of work, you will never get there, you never balance the budget by raising taxes. spain spends 42% of their total economy on government. we're now spending 42% of our economy on government. i don't want to go down the path of spain. i want to put more americans to work. >> mr. president, in order to get the job done, it is going to be balanced? >> if we're serious, we have to take a balanced, responsible approach. by the way, this is not just when it comes to in
i don't want to kill jobs in this environment. i want to make one more point. >> let him answer the tax thing for a moment. >> okay. >> mr. president. >> well, we've had this discussion before. >> well, in order -- about the idea to reduce the deficit, there has to be revenue in addition to cuts. >> there has to be revenue in addition to cuts. >> mr. romney has rule out revenue. >> look, the revenue i get is by more people working, getting higher...
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Oct 1, 2012
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. >> well, this is a tricky business because you have a coal situation and environment and all those concerns. how do you win on that argument in your state and how is mandel running that case? he seems like he's stuck with the romney idea. >> yeah, he is. and i think you win on that by, you know, you know, we've talked enough on this show, chris, and you get this better than almost anybody, that it's not liberal/conservative, left or right, it's whose side you're on. i go to belmont county and zanesville and cambridge and woodsfield and these communities in appalachia. they know i want to keep programs strong for veterans. veterans have a higher unemployment rate. we're always working on helping with manufacturing. there's a lot of small manufacturers in these small communities, and i want to make sure that these workers get an opportunity to send their kids to school. we have more coal mine jobs today in ohio than we did four years ago. it's not a huge number anymore, but it matters in our state, and we're seeing those -- i think those miners come around and support the president i
. >> well, this is a tricky business because you have a coal situation and environment and all those concerns. how do you win on that argument in your state and how is mandel running that case? he seems like he's stuck with the romney idea. >> yeah, he is. and i think you win on that by, you know, you know, we've talked enough on this show, chris, and you get this better than almost anybody, that it's not liberal/conservative, left or right, it's whose side you're on. i go to...
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Oct 4, 2012
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you will see a regulatory environment that is more in line with what i think the 2012 market should be. we have over regulated in that sense and the value of the us dollar under romney will get stronger. >> karen? >> i agree with what he is saying. there is the perception of economic growth and if that is the case and less regulation, i think you are see the industrials get better. >> i think if we can get back to 2007 and 8: 20 2007 and 2008 levels, it will be better. >> how often do you get a candidate that calls out a sector like that? >> it is not just the president and regulations that have hurt coal stocks? >> that has hurt it as much as the president holding things back. but obviously romney calling this out is why stocks were up 6 to 7%. the question i have is up to what day do you decide to pull the trigger and say romney is going to win and i'm going to put my money where my mouth is. >> i like them whether obama wins or whether romney wins. >> i'm already positioned better. return to normalized earning is more. >> let's go to the options desk xgt where do you stand? >> i agr
you will see a regulatory environment that is more in line with what i think the 2012 market should be. we have over regulated in that sense and the value of the us dollar under romney will get stronger. >> karen? >> i agree with what he is saying. there is the perception of economic growth and if that is the case and less regulation, i think you are see the industrials get better. >> i think if we can get back to 2007 and 8: 20 2007 and 2008 levels, it will be better....
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Oct 4, 2012
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technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. it is now 11:00 p.m. here on the east coast. 8:00 out west and you're watching msnbc's continuing coverage of the first presidential debate of the 2012 election. just about half an hour ago, president obama and republican challenger mitt romney wrapped up a 90-minute debate that covered not at all a wide range of topics. limited to domestic politics. we knew tonight but basically these guys talked about sunday morning beltway show favorites like "similarson bowls" and medicare and social security but left out a lot of other big domestic issues that have been major political issues including immigration, women's rights, specific
technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. it is now 11:00 p.m....
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Oct 2, 2012
10/12
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the consumer environment has been choppy and they can respond quickly to that. >> if you like family dollar can you speak to the margin as they sell more lower end products how do they recover and compare and contrast that to dollar general which has margin upside? >> well, they are selling more food and other consumables. they have been adding additional items into the store. it has put pressure on gross margin. they are using that strategy to drive traffic. that brings customers in day in and day out. they do have the lowest margin in the dollar store sector around 7.5%. dollar general is north of 10%. i think that is the real opportunity for family dollar. they can do things to offset the pressure. they can do more private label. they can do more global sourcing and manage the store better, as well. >> going to leave it there. thanks for your time. what is your retail trade? >> i probably stick with target or kohl's store. if you look at the fiscal cliff. there is a $610 billion impact. 400 billion comes right out of consumer pocket. if you have less money i get the trade but stic
the consumer environment has been choppy and they can respond quickly to that. >> if you like family dollar can you speak to the margin as they sell more lower end products how do they recover and compare and contrast that to dollar general which has margin upside? >> well, they are selling more food and other consumables. they have been adding additional items into the store. it has put pressure on gross margin. they are using that strategy to drive traffic. that brings customers...
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Oct 8, 2012
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it's a tough political environment for the president this season. what's happening now if you look across the country, democrats uh knew it would be a close race. as we get to the end here, even though the president does have an advantage in swing states, democrats are getting that it's time to close the deal. money has been picking up for democrats. >> what about enthusiasm? the democrats have a gap in terms of the enthusiasm of young people according to the polling. >> i think money has had an impact, especially in ohio. the romney campaign hadn't been advertising in youngstown for the first couple of weeks of last month. that hurt hem in the polls. the romney campaign has to step up to make sure they have the resources. the enthusiasm gap really helps them. this will be a tight election. both sides will be excited. >> bill, you worked in the white house. you have done debate prep before. what happened? who didn't show up? where was barack obama last wednesday? >> i don't think anybody, including the media was ready for mitt romney. somebody willi
it's a tough political environment for the president this season. what's happening now if you look across the country, democrats uh knew it would be a close race. as we get to the end here, even though the president does have an advantage in swing states, democrats are getting that it's time to close the deal. money has been picking up for democrats. >> what about enthusiasm? the democrats have a gap in terms of the enthusiasm of young people according to the polling. >> i think...
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Oct 9, 2012
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dominates the application environment here in the u.s. in asia we think android will be driving that. apple has the choice of becoming a niche plan. we suspect there will be margin compression. we are seeing this year will be pretty good still. early next year they have to start focusing on emerging markets may be the peak in profitability is behind them. >> what would you have to see to get apple to a buy for you. what would be the catalyst or the trigger if they did something? what would it be? >> the biggest thing would be if the emerging carriers decided to subsidize in a really big way. a little bit half hearted. if we could see a lot more commitment to that and a lot of commitment to that kind of business model in india, indonesia and those markets i think we become more constructive on the name. at the moment it's hard to see how the operators can offer those subsidy policies for markets where the average revenue per userer is significantly lower than the u.s. the iphone is pretty hard to afford for the vast bulk of the emerging ma
dominates the application environment here in the u.s. in asia we think android will be driving that. apple has the choice of becoming a niche plan. we suspect there will be margin compression. we are seeing this year will be pretty good still. early next year they have to start focusing on emerging markets may be the peak in profitability is behind them. >> what would you have to see to get apple to a buy for you. what would be the catalyst or the trigger if they did something? what...
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Oct 3, 2012
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the question is, can anyone execute on anything within this environment? if the projections hold true and i'm sure ben in chicago and the president won't want to accept the projections but if they hold true, we'll end up with a congress that looks pretty much just as it does today, same president, dealing with the same dysfunctional congress, house controlled by the republicans and nothing will get done and in that environment, voters not uj reasonably will say well how does this get better? >> i think that politico yesterday, ben, outlined questions or statements that might haunt the president in these debates and one was i'm going to change the culture of washington and washington's culture hasn't changed. the president would say that's no small due to the fact that republicans have been historically obstructionists but, you know, there is a sense that four more years what's it going to get you? >> i think that americans have seen a president who's always reached across the aisle throughout his career, whether that was in illinois to pass campaign financ
the question is, can anyone execute on anything within this environment? if the projections hold true and i'm sure ben in chicago and the president won't want to accept the projections but if they hold true, we'll end up with a congress that looks pretty much just as it does today, same president, dealing with the same dysfunctional congress, house controlled by the republicans and nothing will get done and in that environment, voters not uj reasonably will say well how does this get better?...
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Oct 9, 2012
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we obviously in this environment focus on the things we can control. we got one thing there, two major issues were overshadowing it a little bit. a civil litigation case we moved out of the way and mediation, which has been pending there since 1989. that's gone. revenues, $5.8 billion. performance is basically paying off. we're hitting profitability highs. in the upstream business, you actually see when you open the hood that there's strong productivity underneath it and that we're adjusting the structure. that pretty much gives an idea of what's happening in the quarter here. >> a couple points, klaus. you mentioned that settlement with alba. is there any reason to believe there's more to come on this whether or not other lawsuits sort of carry on in the next quarter and the next quarter, or can you categorically say this issue is behind? >> well, the civil settlement is behind us. that's one thing. i mean, the thing that's still open there is basically the settlement with the doj and sec. we will continue negotiations on that. so that's important. th
we obviously in this environment focus on the things we can control. we got one thing there, two major issues were overshadowing it a little bit. a civil litigation case we moved out of the way and mediation, which has been pending there since 1989. that's gone. revenues, $5.8 billion. performance is basically paying off. we're hitting profitability highs. in the upstream business, you actually see when you open the hood that there's strong productivity underneath it and that we're adjusting...
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Oct 3, 2012
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it is really the exchange's responsibility here to kind of police the environment that we have right now that's unfavorable for investors. take i think the exchanges it the right thing. they quickly canceled the trades that needed to be canceled. but let's understand these are exchanges that are making money in this environment, they're paying rebates to co-locate. i think the conversation begins with the exchanges themselves. >> but where is the liquidity in the marketplace? i'm not defending high frequency, but a lot of stuff is in these dark pools. i was talking with an nyse rep. where is all the liquidity that we talked about? where are the people that own these stocks? where are the top ten holders? everyone is so concerned about anonymity, they don't want to show whatever they have. >> you know what the problem srk the sorry will be written that the rules worked in this case. the problem is we don't know what caused this and we don't know what caused almost every other incident that has happened in the market over the last several years. >> it's called top of book protection. y
it is really the exchange's responsibility here to kind of police the environment that we have right now that's unfavorable for investors. take i think the exchanges it the right thing. they quickly canceled the trades that needed to be canceled. but let's understand these are exchanges that are making money in this environment, they're paying rebates to co-locate. i think the conversation begins with the exchanges themselves. >> but where is the liquidity in the marketplace? i'm not...
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Oct 1, 2012
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compared to a lower corporate tax environment is $ billion. it's a tough sell to be patriotic and have that facility in the u.s. cut the corporate tax rate down to a competitive level. i think technology will continue to advance. the problem is keeping the good ideas in the u.s. and create jobs. >> it can happen in spite of things or you can help or be sort of in the way? >> or you can facilitate for an economy which is growing. what we do with foreign graduate students, taxpayer money pays to educate them to get thai masters and ph.d.s and tech topics and our immigration policy says go home. it's a brilliant philosophy. >> you said the growth in intel will be abroad. whatever the tax policy is, i imagine you have to go abroad on manufacturing and engineering. you want to go to the customer. even if we get the rate right which we all want to, what is the ultimate impact? >> you obviously want to have a balance. you look at a company like intel the bulk of it's manufacturing still in the u.s., the bulk of its r&d is in the u.s. and the bulk of
compared to a lower corporate tax environment is $ billion. it's a tough sell to be patriotic and have that facility in the u.s. cut the corporate tax rate down to a competitive level. i think technology will continue to advance. the problem is keeping the good ideas in the u.s. and create jobs. >> it can happen in spite of things or you can help or be sort of in the way? >> or you can facilitate for an economy which is growing. what we do with foreign graduate students, taxpayer...
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Oct 8, 2012
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>> a lot is the election and earnings environment. if we take the election and set it aside for now the earnings environment is deteriorating more than investors are willing to cop to at this point. first, fourth quarter of this year, we're supposed to see a remarkable recovery in earnings which i think is highly unlikely considering the macro economic climate. then an earnings kbroet in 2014. so with this fiscal uncertainty, investors have gotten a little bit ahead of themselves in terms of optimism. >> your overstating the election's impact on what the stock market will do? we had jack vogel on at the top of the show that said the market will get it wrong. >> that's possible the market gets it wrong depending on the outcome of the election. clearly this is a very tight election. the reason why i don't think we're overstating the potential impact is just the sheer numbers. this election has an impact in a few ways. first sheer size. like i said we're talking about debt and deficits larger than at any point since world war ii and the
>> a lot is the election and earnings environment. if we take the election and set it aside for now the earnings environment is deteriorating more than investors are willing to cop to at this point. first, fourth quarter of this year, we're supposed to see a remarkable recovery in earnings which i think is highly unlikely considering the macro economic climate. then an earnings kbroet in 2014. so with this fiscal uncertainty, investors have gotten a little bit ahead of themselves in terms...
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enough movies and all that since then and speeches and gotten very heavily involved in promoting the environment and so on, but nothing is the same anymore because my personal life has been destroyed. and so -- and destroyed because of stupidity, bad decision making, and huge failure on my part. and made a lot of people suffer because of that. so all of that is always on my mind. >> have you been taken aback by the extremity of some of the reaction? people treating you almost will like a mass murderer, you know, how dare you commit this hideous crime, when actually you did what millions of men have done. i'm not excusing it, defending it, anything. i'm just trying to put it into some type of context, that at times you've been so battered by this. have you felt it's been too much or not? >> you know, i never tell the press what to write and what to say. i mean, they do what they do, and i do what i do. you know, i think that it is my doing. they didn't create the story. no one out there created the story. i created it. it's my doing. now, i did not ever experience the severity that you just expla
enough movies and all that since then and speeches and gotten very heavily involved in promoting the environment and so on, but nothing is the same anymore because my personal life has been destroyed. and so -- and destroyed because of stupidity, bad decision making, and huge failure on my part. and made a lot of people suffer because of that. so all of that is always on my mind. >> have you been taken aback by the extremity of some of the reaction? people treating you almost will like a...
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Oct 8, 2012
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. >>> so, will so many individual stocks keep making all-time highs in this environment? >> with us today are sam stovall and our own bob pisani. sam, it's going to come down to earnin earnings, right, which starts tomorrow? >> tomorrow. the bar is not just set low, it's set below, under water. >> below dirt. >> off the lows. capital iq is forecasting a 1.3% deline. it was down to 1.8%. big deal. i think some of the numbers underneath are a little more telling, such as right now the early beat ratio at 58% is below the average of 62%. in terms of guidance, those that are guiding negatively are 3.3 to 1 for those guiding positively. >> that sounds very negative for the stock market. >> well, i think it's baked in right now, or a lot of that is probably baked in. the real question is, whether we're likely to be seeing qe3 as the trough -- >> how can it be baked in if we're sitting at 4 1/2 year highs? how is that baked in? >> exactly. >> i think nothing is really new. what has come out yet that's going to tell us things are a lot worse than we anticipated? materials are exp
. >>> so, will so many individual stocks keep making all-time highs in this environment? >> with us today are sam stovall and our own bob pisani. sam, it's going to come down to earnin earnings, right, which starts tomorrow? >> tomorrow. the bar is not just set low, it's set below, under water. >> below dirt. >> off the lows. capital iq is forecasting a 1.3% deline. it was down to 1.8%. big deal. i think some of the numbers underneath are a little more telling,...
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Oct 2, 2012
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technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. boring. boring. [ jack ] after lauren broke up with me, i went to the citi private pass page and decided to be...not boring. that's how i met marilyn... giada... really good. yes! [ jack ] ...and alicia. ♪ this girl is on fire [ male announcer ] use any citi card to get the benefits of private pass. more concerts, more events, more experiences. [ jack ] hey, who's boring now? [ male announcer ] get more access with the citi card. [ crowd cheering, mouse clicks ] you.piano ]nnouncer ] get more access with the citi card. we know you. we know you're not always on top of it. and how could you be? that often you just want... quiet
technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. boring. boring. [ jack...
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Oct 8, 2012
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a really difficult environment, the past ten years. now all of a sudden, you see plans maintain their traditional allocation. now underfunded. the question comes back to, okay, if you ever are funded -- fully funded again what would you do in the future, having lived this in the past? and many are look tact and saying, you know what actually, our corporate balance sheets are strong enough, we can take that risk on right now of redee risking the plan full and paying out cash in order to use this liability-driven investing to in essence, create certainty about their statements they haven't had in the past. cfos can take one of the things off their list they worry about at night that keeps them up. >> derek, how do the fund managers presently feel about the volatility of the market? the loaned of the volatility as far as the s & p 500, how are they approaching investments based upon that? >> yeah, you know what, great point there, because basically what's happening is we see volatility as bag big concern. it shows up from our clients, sho
a really difficult environment, the past ten years. now all of a sudden, you see plans maintain their traditional allocation. now underfunded. the question comes back to, okay, if you ever are funded -- fully funded again what would you do in the future, having lived this in the past? and many are look tact and saying, you know what actually, our corporate balance sheets are strong enough, we can take that risk on right now of redee risking the plan full and paying out cash in order to use this...
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Oct 7, 2012
10/12
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she seemed really comfortable in her environment. she seemed to have built a really strong relationship with the three other females in her pod. >> then just days later, travino and her lawyer reached a plea bargain which spared her the death penalty. she was sentenced to 18 years in the arizona state prison system. >>> coming up -- >> i stabbed him in his lungs and his kidneys. and he basically drowned in his own blood. >> in prison for manslaughter, one inmate's past can come back to haunt him. >> before i was an inmate, you know, i was a correctional officer here at this facility. back from rough economic times. employees are being forced to do more with less. and the need for capable leaders is greater than ever. when you see these problems do you take a step back, or do you want to dive right in? with a degree in business from capella university, you'll have the knowledge to go further in your career than you ever thought possible. let's get started at capella.edu progresso. in what world do potatoes, bacon and cheese add up to
she seemed really comfortable in her environment. she seemed to have built a really strong relationship with the three other females in her pod. >> then just days later, travino and her lawyer reached a plea bargain which spared her the death penalty. she was sentenced to 18 years in the arizona state prison system. >>> coming up -- >> i stabbed him in his lungs and his kidneys. and he basically drowned in his own blood. >> in prison for manslaughter, one inmate's...
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Oct 3, 2012
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i think there's three ways to boost returns in a low returns environment. one is to look outside of mainstream. build a third pillar, if you will. we mostly rely on mainstream stocks and bonds. we have hardly anything in inflation sensitive assets and diversification into alternatives. secondly, look for alpha. try to find managers in strategies that can have value. fundamental index i think is a really important addition to that tool kit. thirdly, be tactical. when yields on bonds go negative or below the rate of inflation, which tacitly means negative yields, look elsewhere. >> bob, on that note. perfect place to leave it. we appreciate your coming by. bob arnott. >>> let's go to seema with a market flash. >> ringo is suing google over what it claims infringement of its search technology. a judge denied google's request for summary judgment and wants both parties to encage in settlements talks with the judge. that's what we understand. the stock up better than 35%. mark cuban has a big stake in this stock as well. >> thank you, seema. >>> this is a deal t
i think there's three ways to boost returns in a low returns environment. one is to look outside of mainstream. build a third pillar, if you will. we mostly rely on mainstream stocks and bonds. we have hardly anything in inflation sensitive assets and diversification into alternatives. secondly, look for alpha. try to find managers in strategies that can have value. fundamental index i think is a really important addition to that tool kit. thirdly, be tactical. when yields on bonds go negative...
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Oct 9, 2012
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campaign laughed so much when the biden campaign was doing their -- debate prep in this perfectly sealed environment, they would look on tv and see sarah palin standing out by a stream in arizona or a rock and tree and these guys cannot be serious. >> it also -- they can't use the altitude defense that al gore was offering the president, the air was too thin up there, and he wasn't used to it. anyway, after the break, the national rifle association dips its toe into the attack ad waters taking on president obama, but while groups like the nra and their endorsements and dollars to the presidential campaign are donating their dollars to the presidential campaign, the more influential cash may be flowing down ballot. we will look at the big spenders next on "now." gecko (clearing throat) thank you, mr. speaker, uh, members of congress. in celebration of over 75 years of our government employees insurance company, or geico...as most of you know it. ...i propose savings for everyone! i'm talking hundreds here... and furthermore.. newcaster: breaking news. the gecko is demanding free pudding. and politica
campaign laughed so much when the biden campaign was doing their -- debate prep in this perfectly sealed environment, they would look on tv and see sarah palin standing out by a stream in arizona or a rock and tree and these guys cannot be serious. >> it also -- they can't use the altitude defense that al gore was offering the president, the air was too thin up there, and he wasn't used to it. anyway, after the break, the national rifle association dips its toe into the attack ad waters...
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Oct 3, 2012
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i know you prefer stocks to bonds in this environment. let me take the other side and say we have global quantitative easing. wouldn't it be better doing what the central banks are doing and getting the capital appreciation? >> we don't disagree. certainly we want to be in line with what the central banks are doing. if the treasury bond is buying treasuries it is good to be a treasury holder. what is going to happen when the central bank buying turns off? we think stocks are going to be well positioned in a modern inflation environment. and the bigger risk, deflation is a very probability. a bigger risk is higher inflation in the future in which case cash and bonds do poorly. we need to be in gold and commodities and real assets. we are building our portfolios to reflect the probability of these different destinations. our biggest scenario is one of moderate inflation and equity should be the class to hold. >> i want to go to two more of your picks. logitech and aia. that is not a name we usually talk about. what is the thesis here? >> it
i know you prefer stocks to bonds in this environment. let me take the other side and say we have global quantitative easing. wouldn't it be better doing what the central banks are doing and getting the capital appreciation? >> we don't disagree. certainly we want to be in line with what the central banks are doing. if the treasury bond is buying treasuries it is good to be a treasury holder. what is going to happen when the central bank buying turns off? we think stocks are going to be...
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. >> if you're in an environment where it is too clean you could get the next infection that comes along. >> give me a deep breath. >> reporter: the doctor says our super clean life-style could be partly to blame for the rise in the number of people with allergies and asthma. >> i view the immune system as an army, and if it doesn't have anything to fight, in many cases it will fight allergens. >> dogs, cats, trees. >> reporter: she has allergies, as well as three of her friends at school. >> we can't be like a normal kid. >> reporter: recent studies give new weight to the decades-old theory that some germs help our systems, between the harmful and harmless irritants. these findings of this population shows that kids raised on cow farms had reduced risk of allergies. >> there is a link between the farming community having less of a link between the allergies, and the kids having less of them as they grow up. >> reporter: the experts say the alcohol-based sanitizers do have a place in our lives. in hospitals, public places, and for those of us with compromised immune systems. >> the key i
. >> if you're in an environment where it is too clean you could get the next infection that comes along. >> give me a deep breath. >> reporter: the doctor says our super clean life-style could be partly to blame for the rise in the number of people with allergies and asthma. >> i view the immune system as an army, and if it doesn't have anything to fight, in many cases it will fight allergens. >> dogs, cats, trees. >> reporter: she has allergies, as well as...
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that's what the fed has created, a very artificial environment where price discovery has been destroyed because the price of money is fake and artificial and not real. >> peter, how are you investing in this environment ten? what are you doing in terms of allocating capital? >> well, you have to -- from the big picture fed perspective, you want to be protecting yourself in non-dollar assets and hard assets and commodities, precious metals, commodities that defends yourself against what the fed is doing. i think earnings will disappoint, not only for q-3, but also the guidance for q-4, so you have to be defensive over the next four weeks. >> everybody talks about the most hated rally. i know i coined that. while money has been coming out of stock mutual funds, there has been money going into etfs and high-yield bond funds. they're not really bond funds. in times of volatility, they act like stock funds. people are seeking alternatives in stock-like instruments. >> bob makes a great point about high yield. we have seen a virtual stampede into high yield. investors have to sell their soul
that's what the fed has created, a very artificial environment where price discovery has been destroyed because the price of money is fake and artificial and not real. >> peter, how are you investing in this environment ten? what are you doing in terms of allocating capital? >> well, you have to -- from the big picture fed perspective, you want to be protecting yourself in non-dollar assets and hard assets and commodities, precious metals, commodities that defends yourself against...
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let's get straight to the markets and talk about investing in this environment. gentlemen, good see you. thank you so much for joining us. dan, let me kick this off with you. what do you think happened at end of the day today? seems this market has been trading on some worries last several sessions. yet, we did see some optimism at end of the day. >> absolutely. it's a case of perhaps, you know, still do not fight the fed. what we were watching specifically was apple. you mentioned it. we were looking for support on the stock at around 650. wouldn't you know it, it hit their intraday lows. they don't want to see that stock drop. the interesting thing with that is, you know, apple is a bell weather that's really driving the nasdaq 100, driving a lot of these larger cap benchmarks we follow. if you keep that buoyed, you're going to keep the markets buoyed going forward. >> that's a really good point. i guess, david, for those fund managers who have not owned apple, they're going to be playing catch up fourth quarter so their fund looks better by year end, right? >>
let's get straight to the markets and talk about investing in this environment. gentlemen, good see you. thank you so much for joining us. dan, let me kick this off with you. what do you think happened at end of the day today? seems this market has been trading on some worries last several sessions. yet, we did see some optimism at end of the day. >> absolutely. it's a case of perhaps, you know, still do not fight the fed. what we were watching specifically was apple. you mentioned it. we...
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Oct 4, 2012
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the question is, how are they putting their money to work in today's environment? and how are clients allocating capital today? joining me now in a cnbc exclusive are two people at the forefront of those decisions. quinton price and robert kapito, the president of black rock. gentlemen, good to have you on the program. thank you so much for joining us. let me start with quinton, since i don't think you've been with us before. nice to have you on the program. you are the global head of the alpha strategies group. really, a global opportunity for allocating capital. to what do you attribute the rally today? was it the ecb, do you think? was it the election last night? what's going on? the debate, rather. >> europe has been driving the market for months. ever since draghi made his comments, going back two months, we've seen confidence flowing back into equities. we've removed the downside risk for markets. i think that's continued. i think people have got confidence back from last week and we're seeing a number of, you know, good reports of pick up in china and stuff
the question is, how are they putting their money to work in today's environment? and how are clients allocating capital today? joining me now in a cnbc exclusive are two people at the forefront of those decisions. quinton price and robert kapito, the president of black rock. gentlemen, good to have you on the program. thank you so much for joining us. let me start with quinton, since i don't think you've been with us before. nice to have you on the program. you are the global head of the alpha...
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. >> i think if you look at what's happening in the current environment, this is an environment surrounded with uncertainty. we have the election in front of us here in just about a month. we have china. the best thing that happened to europe in the last several months is the ryder cup today. other than that, europe's really been struggling. here we are sitting in a world of uncertainty and the markets get higher and qe3 comes in remarkably at a high point in the market as opposed to a low point in the past. nothing but fuel to a fire. >> absolutely. go figure. tom, let me get to you. to leo's point about the institutions propping up the market, along with the central bark, he bank, here's a staggering stat. during the time june to august individual investors yanked out almost $40 billion. here's mom and dad at home, retail investors, not participating in this rally. and the fear is they may get in at the top when they think, i don't want to miss out. is that a real danger right now? >> well, i think it is in the short term, yes. i mean unfortunately, we always sort of tend to see the reta
. >> i think if you look at what's happening in the current environment, this is an environment surrounded with uncertainty. we have the election in front of us here in just about a month. we have china. the best thing that happened to europe in the last several months is the ryder cup today. other than that, europe's really been struggling. here we are sitting in a world of uncertainty and the markets get higher and qe3 comes in remarkably at a high point in the market as opposed to a...
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clearly those industries would be operating under a very different environment. >> don i'm going to ask you the same question? do you have a different investment strategy and president obama than president romney. >> complete fork in the road. this is a no-brainer. you don't even have to drill down to the sector level. all about the fiscal cliff. if romney is elected president, we're not going to have a short-term fiscal cliff problem because he's not going to veto extending the bush tax cuts. and the republicans aren't going to give him so hard a time hiking the debt ceiling. if obama is elected, he has said over and over he will veto any extension of the bush tax cuts that includes extending the tax cuts for the rich. the house, on the other hand, insists on all the tax cuts being extended. if they can't agree, all tax cuts go away. 5% of disposable personal income is ripped from the economy. the republicans take their vengeance by not raising the debt ceiling. we are back in a great recession mid january. which this country can't take. we can't take it. >> we've wasted all our recove
clearly those industries would be operating under a very different environment. >> don i'm going to ask you the same question? do you have a different investment strategy and president obama than president romney. >> complete fork in the road. this is a no-brainer. you don't even have to drill down to the sector level. all about the fiscal cliff. if romney is elected president, we're not going to have a short-term fiscal cliff problem because he's not going to veto extending the...
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tell me how you see the environment changes and where specifically you would expect growth to happen in technology in the next five years. >> well, i think technology in general -- probably the biggest challenge is not so much the social interactions but everybody's talking so much about data. data is very, very hard to mine correctly. so i think you're going to see a push back towards a lot of enterprise apps that really figure out how it get information to the companies so they can actually be more personalized for the user, but easy to say, a lot to do. >> and really quick, on what you're seeing out there, how tough is europe right now for technology? what are you seeing in terms of the global slow down? >> well, europe continues to baffle us in general in technology. it looks like it's getting softer, not stronger. you know, companies that diversified over the past 20 years do make sure they had good portfolios in all the regions, you know, are taking a hit now with europe. i think it's broad based, so it shouldn't be a knock on any one company. we all know the issues. you better
tell me how you see the environment changes and where specifically you would expect growth to happen in technology in the next five years. >> well, i think technology in general -- probably the biggest challenge is not so much the social interactions but everybody's talking so much about data. data is very, very hard to mine correctly. so i think you're going to see a push back towards a lot of enterprise apps that really figure out how it get information to the companies so they can...
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you're going back to a very healthy environment again because you've been in a hostile environment for so many hours. >> reporter: the heart-stopping return to earth could take 5:30 minutes. and after 25 years of skydiving, felix baumgartner promises this jump will be his last. >> in more ways than one, maybe. >> yes. let's hope it doesn't end poorly. >> safe travels man. >> "the skinny" is next. >> announcer: abc's "world news now" will continue after this from our abc stations. st. >> in more ways than one, maybe. >> yes. ♪ skinny ♪ so skinny >> hate to be the bearer of bad news here to start off "the skinny", but kind of a long-term hollywood marriage unexpectedly headed toward splitsville. danny devito and rhea perlman are done after 30 years of marriage. and danny devito, star of "taxi" and how many movies, rhea perlman most famous for her role as carla, the most feisty waitress on "cheers" many years ago. they've decided after 30 years they're going their separate ways. devito's spokesman confirmed the split. but did not really say why. some speculation, crazy work schedules
you're going back to a very healthy environment again because you've been in a hostile environment for so many hours. >> reporter: the heart-stopping return to earth could take 5:30 minutes. and after 25 years of skydiving, felix baumgartner promises this jump will be his last. >> in more ways than one, maybe. >> yes. let's hope it doesn't end poorly. >> safe travels man. >> "the skinny" is next. >> announcer: abc's "world news now" will...
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they don't like the environment of what's happening. here's sam zell, listen to this. >> how the, quote, 1% or the 10%, the top earners moved ahead of everybody. i wonder if there's any correlation between while they were moving ahead, the rest of the government was subsidizing, subsidizing more and more people. i think they are disincentive vised by if you don't pay for health care, that's another thing you don't have to worry about. >> he sounds like he could be sitting at the mitt romney fundraiser. his disdain of the 47% is the same as mitt romney's. he's not the only algart complaining. leon cooperman, this hedge fund manager and former obama supporter, said this, you know, the largest and greatest country in the free world put a 47-year-old guy that never worked a day in his life and made him in charge of the free world. not totally different from taking adolph hitler in germany and making him in charge of germany because people were economically dissatisfied. you know, this is absolutely repulsive. what are these billionaires ups
they don't like the environment of what's happening. here's sam zell, listen to this. >> how the, quote, 1% or the 10%, the top earners moved ahead of everybody. i wonder if there's any correlation between while they were moving ahead, the rest of the government was subsidizing, subsidizing more and more people. i think they are disincentive vised by if you don't pay for health care, that's another thing you don't have to worry about. >> he sounds like he could be sitting at the...
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this environment is the worst. this would be the right time to fix the fiscal cliff so we don't have to worry about economics not happening. the lame-duck would be the second course, and for all the reasons i outlined, it's very unlikely that we would do anything significant. there is going to have to be great leadership at the white house to get this done. it will be hard. i'm not saying it will be easy, it's going to be difficult. there are going to be lots of days where it's going to look like were not going to make it. we are never very pretty when we are solving their problems, and that is going to be true next year. next year is the time to do that, and that is the core of my argument. it does need to be done, and there's no question about it. you're not going to decide those big issues of the tax code and things like that. it would have to wait until next year. >> what signal would you all like to see from the presidential candidates to move this process along? would you like to hear them say either tomorrow
this environment is the worst. this would be the right time to fix the fiscal cliff so we don't have to worry about economics not happening. the lame-duck would be the second course, and for all the reasons i outlined, it's very unlikely that we would do anything significant. there is going to have to be great leadership at the white house to get this done. it will be hard. i'm not saying it will be easy, it's going to be difficult. there are going to be lots of days where it's going to look...
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for the environment that we had, we felt that we needed more and not less. megyn: joining me now is brad blakeman, former assistant to george w. bush. and the chairman of the dnc. gentlemen, welcome back. now we have had a bipartisan effort on top of capitol hill into exactly what the situation is there and why the ambassador and the others were not better protected. brad, how does this man's testimonial change the story? >> i think it shows that the truth eventually comes out. no matter how the white house wanted to stone unturned stone wall. it did not fit their political narrative once before a presidential election, but somehow osama bin laden is dead and al qaeda is forever vanished. it is not true. al qaeda is alive and well. he is doing harm to american citizens, we now know that our consulate in benghazi was substandard and we received a waiver from the state department with regard to security. the laws were inferior, that construction, rebar, our ambassador was not properly protected as he should've been should have been in moving around the country
for the environment that we had, we felt that we needed more and not less. megyn: joining me now is brad blakeman, former assistant to george w. bush. and the chairman of the dnc. gentlemen, welcome back. now we have had a bipartisan effort on top of capitol hill into exactly what the situation is there and why the ambassador and the others were not better protected. brad, how does this man's testimonial change the story? >> i think it shows that the truth eventually comes out. no matter...
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world's largest private equity firms, so where is it seeing investment opportunities in this uncertain environment right now? kkr's head of global mac roand asset. accolade overdrive. zagat just gave hertz its top rating in 15 categories, including best overall car rental. so elevate your next car rental experience with the best. it's just another way you'll be traveling at the speed of hertz. if we want to improve our schools... ...what should we invest in? maybe new buildings? what about updated equipment? they can help, but recent research shows... ...nothing transforms schools like investing in advanced teacher education. let's build a strong foundation. let's invest in our teachers so they can inspire our students. let's solve this. >>> welcome back. just keeps getting worse for hewlett packard. seema mody, how bad now? >> we're continuing to watch the big moves in hewlett packard. that's the big tech lagger today. just looking at chart, bill, the stock just broke $15 a share. it's down now 50% from its 2012 intraday high it hit back in february. the stock down about 13% in today's trade. bac
world's largest private equity firms, so where is it seeing investment opportunities in this uncertain environment right now? kkr's head of global mac roand asset. accolade overdrive. zagat just gave hertz its top rating in 15 categories, including best overall car rental. so elevate your next car rental experience with the best. it's just another way you'll be traveling at the speed of hertz. if we want to improve our schools... ...what should we invest in? maybe new buildings? what about...
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i think the environment is tough, and the confidence is low, and when you have a tough environment and low confidence, i've been somewhat, i don't want to use the word depressed but become somewhat of a pessimist. the one thing sam has been is the giant optimist, the bottom of every market sam is buying stuff. and my problem, and then i had this epiphany and i said you know the problem is, if my assessment of the realities are such, everything is massively too expensive. in other words based on the fiscal cliff and all of the head winds the stock wins should be 9,000, not 14,000. the stock marked is getting bullied by qe7 or 8, whatever number it is so we're creating artificial numbers that i don't think the underline will support. >> if barack obama is reelected, would that put you in a state of you might be dprelsed a little bit longer probably, wouldn't you? >> well i just think it would be a continuation of how i am today. >> what do you think right now, are you, do you think he'll be reelected at this point? >> i'm not a political prognosticator. >> off camera you wouldn't say yes
i think the environment is tough, and the confidence is low, and when you have a tough environment and low confidence, i've been somewhat, i don't want to use the word depressed but become somewhat of a pessimist. the one thing sam has been is the giant optimist, the bottom of every market sam is buying stuff. and my problem, and then i had this epiphany and i said you know the problem is, if my assessment of the realities are such, everything is massively too expensive. in other words based on...
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the environment has gotten such a got you environment that even the politicians themselves and regulators have to do their business with one eye over the shoulders for fear of being dragged into some congressional committee or they'll be exposed for having to talk to leaders. so i think this idea of working together, i think in order to allow people to work together, there has to be a little bit of a letup. another thing is you can't kill people if everything doesn't work out perfectly. who the heck is going to take the jobs in business and government. you'll always get people that want to be ceo and senator and cabinet secretaries, but it might not be the people you want if you make it so punishing for them to take the job and unsustainable to be in the job because who gets it right all the time? >> that's actually an important distinction. john chambers and i were talking about it. in business, you take risks. some of them work out. some of them don't. in government, it's very difficult to take risks because if something goes badly, you're going to get pilloried for it. there's no parti
the environment has gotten such a got you environment that even the politicians themselves and regulators have to do their business with one eye over the shoulders for fear of being dragged into some congressional committee or they'll be exposed for having to talk to leaders. so i think this idea of working together, i think in order to allow people to work together, there has to be a little bit of a letup. another thing is you can't kill people if everything doesn't work out perfectly. who the...
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the environmental is such a "got you" environment even the regulators have to do their business with one eye over the shoulders for fear of being dragged over the national committee and having to be skboesed to talk to leaders. i think in order to allow people to work together, there has to be a little bit of a let-up. another thing is you can't kill people if everything doesn't work out properly. who the heck is going to take the job whether in business or otherwise. it might not be the people you want if you make it so punishing for them to take the job and so unsustain tobl be in the job because who gets it right all the time? >> that's actually an important distinction. john chal bers and i wither talking about it. in business, you asigh you take risks. some of them work out. some of them don't. in government, it's very difficult to take risks because if something goes badly, you're going to get pilleried for it. the balance that you worry about is very different, right? >> it is. business has an advantage that we know if we don't take risks, there's low chance of survival. those
the environmental is such a "got you" environment even the regulators have to do their business with one eye over the shoulders for fear of being dragged over the national committee and having to be skboesed to talk to leaders. i think in order to allow people to work together, there has to be a little bit of a let-up. another thing is you can't kill people if everything doesn't work out properly. who the heck is going to take the job whether in business or otherwise. it might not be...
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technologies, rigorous practices help ensure our operations are safe and clean for our communities and the environment. we're america's natural gas. [ female announcer ] new roc® retinol correxion max. the power of roc® retinol is intensified with a serum. it's proven to be 4x better at smoothing lines and deep wrinkles than professional treatments. roc® max for maximum results. ...and we inspected his brakes for free. -free is good. -free is very good. [ male announcer ] now get 50% off brake pads and shoes at meineke. >>> in pennsylvania, real voters getting their say, trumps fake voters casting a ballot. a judge today put a hold on that new voter i.d. state law. and as this commercial shows, the law mandates people show a drive e i.d. like a driver's license to cast a vote. >> if you want to vote, show it. >> show it. >> show it. >> now you don't have to. utility bill, bank statement will still work for this upcoming november 6th election. this judge said there appeared to be a risk legitimate voters ballots would not be counted so he put a hold on the law until the election is over. and pennsyl
technologies, rigorous practices help ensure our operations are safe and clean for our communities and the environment. we're america's natural gas. [ female announcer ] new roc® retinol correxion max. the power of roc® retinol is intensified with a serum. it's proven to be 4x better at smoothing lines and deep wrinkles than professional treatments. roc® max for maximum results. ...and we inspected his brakes for free. -free is good. -free is very good. [ male announcer ] now get 50% off...